My latest project at Schwab has been to define a new, user-centric journey for Schwab.com product marketing pages. The goal was to design repeatable content and design patterns for a more consistent and improved user experience across the site.

I started the project with an audit of over 380+ product pages, determining which content and pages performed the best based on analytics and SEO, quantitative and qualitative user research, and product owner interviews.

The user journey, content strategy, and design strategy that I led are now being implemented throughout the course of this year.

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I was originally hired to create a client welcome center website for TD Ameritrade clients transitioning to Schwab (shown below).

The integration of TDA into Schwab was one of the largest mergers in the history of the financial services industry, with around 12 million accounts moving over to Schwab.

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Beyond these two major projects, my time at Schwab has included:

Branding and website strategy for Schwab Trading powered by Ameritrade (pictured below as well).
UX research and strategy for our High and Ultra-High Net Worth clients
And many more website, email, and messaging projects where my UX research, strategy, and content expertise was put to good use

Charles Schwab’s “Through clients’ eyes” motto has been the focus of my UX strategy work during my time here.